GIBRALTAR INDUSTRIES, INC.
ROCK · Steel Works, Blast Furnaces & Rolling & Finishing Mills · 29.7M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $20M (gross $29M, SBC $9M)
Reference price $37.44 · est. market cap ~$1.1B — last insider purchase, 2026-05-26 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C67Well-run, debt-free building-products maker with solid operating margins and cash flow; the headline net loss is entirely a discontinued-operations charge.
Strengths
- Operating margin 10.8% (72nd pct) and FCF margin 10.6% with $120.6M FCF; zero debt-to-equity
- Revenue +11% with backlog up 102%, aided by Lane Supply and metal-roofing acquisitions
Risks
- Net/ROA/ROE negative are discontinued-ops artifacts, but gross margin only 28th pct
- $1.335B all-cash OmniMax acquisition (Feb 2026) will add substantial leverage/integration risk
- Agtech project timing and residential new-construction softness pressure organic growth
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -3.9%)
- Customer concentration~100% of revenue from one customer/distributor — 0 % $ 1,023,359 100
- Strong balance sheetStrong balance sheet — $116M cash & investments
- Insider buyingInsider buying — 8 open-market buy(s) by 4 insider(s) (cluster of 4 insiders, ~$2M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
26.9%
Operating margin
10.8%
Net margin
-3.9%
Return on equity
-4.7%
Return on assets
-3.2%
ROIC
10.2%
Revenue growth (QoQ)
32.6%
Net-income growth
-132.3%
Debt / equity
0.0×
Net debt / EBITDA
-0.8×
Current ratio
1.7×
Free cash flow
$121M
EBITDA
$153M
Tangible book value
$501M
Cash & investments
$116M
Stock comp / revenue
0.7%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-26 | Bosway William T | Buy | 20K | $37.44 |
| 2026-05-21 | Bolanowski Katherine | Buy | 1.3K | $35.63 |
| 2026-05-21 | Bolanowski Katherine | Buy | 144 | $35.66 |
| 2026-05-20 | Lovechio Joseph A | Buy | 1.0K | $34.62 |
| 2026-05-07 | Mizell Gwendolyn G | Grant | 3.1K | $37.59 |
| 2026-05-07 | Nish James B | Grant | 3.1K | $37.59 |
| 2026-05-07 | Myers Linda Kristine | Grant | 3.1K | $37.59 |
| 2026-05-07 | Pope Atlee Valentine | Grant | 3.1K | $37.59 |
| 2026-05-07 | Shah Manish H | Grant | 3.1K | $37.59 |
| 2026-05-07 | METCALF JAMES S | Grant | 3.1K | $37.59 |
| 2026-05-07 | Barberio Mark G | Grant | 3.1K | $37.59 |
| 2026-04-26 | Catlett Janet Anne | Tax withheld | 169 | $39.57 |
| 2026-03-13 | Bosway William T | Buy | 1.0K | $41.37 |
| 2026-03-10 | Bosway William T | Buy | 1.5K | $39.52 |
| 2026-03-10 | METCALF JAMES S | Buy | 12K | $40.35 |
| 2026-03-09 | Bosway William T | Buy | 4.5K | $38.29 |
| 2026-03-04 | Watorek Jeffrey J. | Tax withheld | 3.0K | $43.05 |
| 2026-03-04 | Catlett Janet Anne | Tax withheld | 3.2K | $43.05 |
| 2026-03-04 | Bolanowski Katherine | Tax withheld | 2.6K | $43.05 |
| 2026-03-04 | Bosway William T | Tax withheld | 30K | $43.05 |
| 2026-03-03 | Bosway William T | Tax withheld | 2.0K | $43.83 |
| 2026-03-03 | Watorek Jeffrey J. | Tax withheld | 117 | $43.83 |
| 2026-03-03 | Catlett Janet Anne | Tax withheld | 268 | $43.83 |
| 2026-03-03 | Bolanowski Katherine | Tax withheld | 286 | $43.83 |
| 2026-03-03 | Lovechio Joseph A | Tax withheld | 379 | $43.83 |
| 2026-03-02 | Bosway William T | Grant | 28K | — |
| 2026-03-02 | Lovechio Joseph A | Grant | 4.8K | — |
| 2026-03-02 | Catlett Janet Anne | Grant | 3.3K | — |
| 2026-03-02 | Watorek Jeffrey J. | Grant | 1.3K | — |
| 2026-03-02 | Bolanowski Katherine | Grant | 3.4K | — |
| 2026-03-01 | Catlett Janet Anne | Tax withheld | 184 | $45.48 |
| 2026-03-01 | Watorek Jeffrey J. | Tax withheld | 278 | $45.48 |
| 2026-03-01 | Bolanowski Katherine | Tax withheld | 739 | $45.48 |
| 2026-03-01 | Bosway William T | Tax withheld | 5.9K | $45.48 |
| 2025-08-19 | Lovechio Joseph A | Tax withheld | 637 | $62.92 |
| 2025-05-05 | Nish James B | Sell | 1.2K | $58.21 |
| 2025-05-02 | Nish James B | Sell | 1.7K | $57.38 |
| 2025-05-02 | Nish James B | Sell | 1.0K | $57.91 |
| 2025-04-30 | Mizell Gwendolyn G | Grant | 2.2K | $52.95 |
| 2025-04-30 | METCALF JAMES S | Grant | 2.2K | $52.95 |
| 2025-04-30 | Barberio Mark G | Grant | 2.2K | $52.95 |
| 2025-04-30 | Myers Linda Kristine | Grant | 2.2K | $52.95 |
| 2025-04-30 | Shah Manish H | Grant | 2.2K | $52.95 |
| 2025-04-30 | Pope Atlee Valentine | Grant | 2.2K | $52.95 |
| 2025-04-30 | Nish James B | Grant | 2.2K | $52.95 |
| 2025-04-26 | Catlett Janet Anne | Tax withheld | 169 | $53.17 |
| 2025-03-06 | Watorek Jeffrey J. | Tax withheld | 173 | $65.71 |
| 2025-03-06 | Bosway William T | Tax withheld | 2.3K | $65.71 |
| 2025-03-03 | Watorek Jeffrey J. | Grant | 859 | — |
| 2025-03-03 | Catlett Janet Anne | Grant | 2.2K | — |
| 2025-03-03 | Bolanowski Katherine | Grant | 2.3K | — |
| 2025-03-03 | Lovechio Joseph A | Grant | 3.1K | — |
| 2025-03-03 | Bosway William T | Grant | 18K | — |
| 2025-03-01 | Watorek Jeffrey J. | Tax withheld | 1.0K | $65.71 |
| 2025-03-01 | Catlett Janet Anne | Tax withheld | 134 | $65.71 |
| 2025-03-01 | Bolanowski Katherine | Tax withheld | 1.7K | $65.71 |
| 2025-03-01 | Bosway William T | Tax withheld | 16K | $65.71 |
| 2025-02-18 | Watorek Jeffrey J. | Grant | 930 | — |
| 2025-02-18 | Catlett Janet Anne | Grant | 1.6K | — |
| 2025-02-18 | Bolanowski Katherine | Grant | 932 | — |
| 2025-02-18 | Lovechio Joseph A | Grant | 982 | — |
| 2025-02-18 | Bosway William T | Grant | 11K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-08 | Shareholder vote | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-04-17 | Exhibits | filing ↗ |
| 2026-04-03 | Exec/director changeExhibits | filing ↗ |
| 2026-02-26 | ResultsExhibits | filing ↗ |
| 2026-02-23 | OtherExhibits | filing ↗ |
| 2026-02-02 | Material agreement1.02Acquisition/dispositionDebt obligationReg FDExhibits | filing ↗ |
| 2026-01-22 | OtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-08 | 2026-05-08 | 0000912562-26-000096 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0000912562-26-000094 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0000912562-26-000092 ↗ |
| 8-K/A | 2026-04-17 | 2026-02-02 | 0001140361-26-015303 ↗ |
| 8-K | 2026-04-03 | 2026-04-03 | 0000912562-26-000080 ↗ |
| 10-K | 2026-02-26 | 2025-12-31 | 0000912562-26-000025 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0000912562-26-000022 ↗ |
| 8-K | 2026-02-23 | 2026-02-23 | 0000912562-26-000018 ↗ |
| 8-K | 2026-02-02 | 2026-02-02 | 0001140361-26-003087 ↗ |
| 8-K | 2026-01-22 | 2026-01-22 | 0000912562-26-000016 ↗ |
| 8-K | 2026-01-21 | 2026-01-21 | 0000912562-26-000013 ↗ |
| 8-K | 2025-11-17 | 2025-11-16 | 0001140361-25-042426 ↗ |